Yeomans Consulting Group, Inc. (Marietta)

Name: Yeomans Consulting Group, Inc.
Address: 61 Atlanta Street Se, Marietta, GA, 30060
Telephone: 770.427.5227

Yeomans Consulting Group, Inc. is a large advisory firm based in Marietta. It manages $183.1 million of regulatory assets for 1,322 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 3 other states.

Yeomans Consulting Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and succession and transition planning for business owners. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yeomans Consulting Group: assets under management

The assets under management (AUM) of Yeomans Consulting Group, Inc. is $183.1 million. The firm's AUM has grown by 170% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $151.95 million in discretionary accounts and $31.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $255.39 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yeomans Consulting Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Nicholas B Yeomans serves?

The firm provides services to individuals, other investment advisers, and high net worth individuals. The largest group of clients of Nicholas B Yeomans is individuals with 401 clients and $92.78 million of assets under management. Among the 9 most similar advisory firms, Yeomans Consulting Group has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $183.1 million for 502 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Yeomans Consulting Group doesn't advise any private funds.

Careers at Yeomans Consulting Group, Inc.

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Nicholas B Yeomans has been acting as President since 1 Dec 2012. Randall Jay Yeomans joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Randall Jay Yeomans	Ceo	1 Sep 1995	50% - 75%	1194512
Nicholas B Yeomans	President/cco	1 Dec 2012	25% - 50%	4541379

Based in Marietta

The principal office where Yeomans Consulting Group, Inc. performs its advisory services is located at 61 Atlanta Street Se, Marietta, GA 30060, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770.427.5227 or by fax 770.919.2076. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at yourretirementcoach.com.